Plan Snapshot
- Plan Sponsor: Luihn Vantedge Partners LLC
- Sponsor EIN: 832686934
- Sponsor Address: 9401 INDIAN CREEK PARKWAY, SUITE 80, OVERLAND PARK, KS, 66210
- Plan Type: 401(k)
- Total Participants: 348
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 348 | $1.9M | $91,870 | $464,250 |
| 2023 | 336 | $1.5M | $65,130 | $317,865 |
| 2022 | 560 | $1.0M | $59,220 | $305,716 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | SERVICE PROVIDER | — | $6,595 | $6,595 |
| BENNETT THRASHER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL CORPORATION — SERVICE PROVIDER
- BENNETT THRASHER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,595
- Estimated Expense Ratio: 0.344% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $16,291 | — | — | — | — |
| 2023 | $13,120 | — | $13,120 | — | — |
| 2022 | $7,650 | — | $7,650 | — | — |